Financial Services Coordinator

Lighthouse Financial is a leading provider of mortgage solutions in New Zealand.About the RoleWe are seeking a Financial Document Coordinator to join our team and play a key role in preparing high-quality loan applications.Key ResponsibilitiesCoordinating the preparation and submission of loan applicationsReviewing financial documents to ensure accuracy and...

Why Join Us?">At Prudent Financial Services, we believe that our staff are the backbone of our organization.We strive to create an environment that fosters growth, learning, and success.This role plays a critical part in helping us achieve our goal of reducing personal and business risk factors.Your Benefits:A supportive and collaborative work...

Unlock Your Potential in Financial ServicesCoversure Financial Services Limited is seeking an experienced Insurance Representative to join our team. As a key member of our sales and customer service team, you'll play a critical role in helping clients achieve their financial goals.With comprehensive training provided, you'll have the opportunity to develop...

We are Enva Financial, a dynamic and rapidly growing firm in New Zealand's financial advice sector. Our vision is to provide exceptional client experiences and deliver tailored financial solutions.Job SummaryThis is an exciting opportunity for a talented and ambitious individual to join our team as a Financial Adviser. As a key member of our advisory team,...

About the RoleThis is an exciting opportunity for a talented Financial Services Manager to lead one of our sector coverage teams at MUFG. As part of the Global Corporate and Investment Banking (GCIB) NZ team, you will play a critical role in driving revenue growth and meeting customer objectives.You will manage a portfolio of existing clients, originating...

About Us">We are a well-established and high-performing insurance team at Global Financial Services.">We pride ourselves on providing expert advice on Life, Health, and Personal Risk insurance tailored to each client's needs.">Our Job Description">As an ambitious Life & Health Insurance Adviser, you will be responsible for:">Providing expert advice on Life,...

Company OverviewWe are a growing firm with opportunities in our Mortgage, KiwiSaver & Insurance teams. We prioritize qualified leads, comprehensive training, and great company culture.">Salary and BenefitsThis salaried role comes with the potential for generous bonuses for high performers. We provide extensive training on advice, sales, compliance, and...

About Invicta FinancialAt Invicta Financial, we're dedicated to helping Kiwis secure their financial futures. We work with leading insurance and investment providers, offering tailored solutions for our clients' needs.What We OfferWe make navigating regulations simple, allowing you to focus on your clients. Our team is committed to long-term growth and...

**Our Story**A great place to work, with opportunities for growth and development in a meaningful role. Our team oversees the financial services market in Aotearoa, ensuring better outcomes for all New Zealanders. We value diversity and inclusivity, fostering a culture where every individual feels valued and empowered to bring their authentic self to...

Duties and ResponsibilitiesManage the entire product line life cycle from initial analysis to final implementation.Collaborate with stakeholders to create and manage product roadmaps.Lead the implementation of integration business features.You will also analyze system capabilities, design modifications, and construct workflow charts and diagrams to improve...

A Career in Financial ServicesInvicta Financial is a rapidly growing team that's passionate about securing the financial futures of Kiwis. We collaborate with top insurance and investment providers to offer tailored solutions that meet our clients' diverse needs.Key ResponsibilitiesThis role involves working with clients to understand their financial goals,...

Benefits of Working with UsSteady Flow of Leads – No need to source clients; we bring them to you.Ongoing Training & Mentorship – Continuous support to sharpen your skills and boost your success.Competitive Base Salary + Bonus – Get rewarded for your expertise and performance.Flexible Work Arrangement: 45-hour workweek with Monday–Friday (40 hours) +...

CGR Services is a leading investment team providing exceptional support to investors and the internal Investor Relations department.Key Responsibilities:Delivering top-tier administrative and customer service support to investors and the internal Investor Relations teamCoordinating investor onboarding and compliance processes with high accuracy and attention...

About the RoleCorpay is a global leader in business payments, dedicated to developing innovative solutions for efficient and secure payment management. We are seeking an experienced Accounts Payable Specialist to join our team in the Ellerslie office, where you will play a key role in maintaining the financial health and integrity of our organisation.This...

Aon is a leading insurance broker dedicated to delivering better decisions. As a Financial Services Coordinator, you will play a crucial role in supporting our busy team of brokers across the region.You will be the go-to person for policy and client inquiries, providing exceptional support across administrative and documentation needs. Your strong...

Career OpportunityThis entry-level role offers a chance to kickstart your career in financial planning. With our support, you will gain expertise in financial services, develop your skills, and grow professionally.">ResponsibilitiesYou will work closely with clients, providing tailored financial solutions, and assisting with personal loans, mortgages, and...

We are seeking an exceptional Senior Financial Services Professional to join our team at CGR Services. As a senior member of our organization, you will play a key role in developing and executing strategies to drive revenue growth and enhance our brand, reputation, and business contribution in the Financial Services sector.About You :You have a proven track...

About Cooper University Health CareWe are a healthcare organization committed to providing exceptional patient care and innovative medical services.Our team of professionals is dedicated to delivering high-quality services that exceed patient expectations.We offer competitive benefits, including health, dental, vision, life, disability, and retirement plans,...

At CGR Services, we are seeking a highly skilled and experienced Financial Services Industry Leader to join our team. As a key member of our organization, you will be responsible for driving revenue growth, developing client relationships, and supporting our firm's strategy for the Financial Services sector.About the Role :You will collaborate with our...

KPMG New Zealand is part of the international KPMG network, one of the world's leading professional services organisations. We provide audit, tax, and advisory services to individuals, SMEs, not-for-profit organisations, multi-nationals and government agencies.KPMG is focused on fuelling the prosperity of New Zealand. By prosperity we mean shared wealth and...